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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,413 | $134,001-87.8% | $112,258-85.4% | $134,509-87.8% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -16.06% | 47.15%-63.2pp | 27.47%-43.5pp | 418.13%-434.2pp |
| Employer contribution / active EE | $1,779 | $4,039-56.0% | $3,636-51.1% | $4,741-62.5% |
| Participant deferral / active EE | $3,518 | $5,291-33.5% | $4,728-25.6% | $6,400-45.0% |
| Admin fee / account holder | $1,754 | $7,491-76.6% | $6,411-72.6% | $11,427-84.7% |